SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 439 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is 0.03 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $5,199,000 | +2.1% | 93,704 | -3.2% | 1.50% | -15.7% |
| Q2 2020 | $5,092,000 | +26.9% | 96,766 | +1.7% | 1.78% | -1.4% |
| Q1 2020 | $4,013,000 | -28.7% | 95,183 | +1.7% | 1.80% | -14.5% |
| Q4 2019 | $5,629,000 | -1.5% | 93,577 | -7.4% | 2.11% | -14.0% |
| Q3 2019 | $5,715,000 | -3.2% | 101,072 | -2.3% | 2.45% | +4.4% |
| Q2 2019 | $5,906,000 | +3.9% | 103,455 | +0.8% | 2.35% | -21.6% |
| Q1 2019 | $5,683,000 | +2.7% | 102,596 | +0.4% | 2.99% | -9.9% |
| Q4 2018 | $5,531,000 | -5.3% | 102,169 | +1.2% | 3.32% | +4.1% |
| Q3 2018 | $5,838,000 | – | 100,941 | – | 3.19% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sharkey, Howes & Javer | 676,643 | $36,045,000 | 21.04% |
| Northwest Capital Management Inc | 219,192 | $11,676,000 | 12.80% |
| MONEYWISE, INC. | 297,242 | $15,834,000 | 11.85% |
| CWH Capital Management, Inc. | 466,856 | $24,869,000 | 11.68% |
| Legacy Wealth Management, Inc | 742,058 | $39,529,000 | 9.51% |
| Mokosak Advisory Group, LLC | 229,425 | $12,223,000 | 9.47% |
| SVA Wealth Management, LLC | 1,500,103 | $79,910,000 | 9.37% |
| Denver PWM, LLC | 216,077 | $11,541,000 | 8.72% |
| OLD DOMINION CAPITAL MANAGEMENT INC | 164,476 | $8,761,000 | 8.48% |
| MCIA Inc | 152,329 | $8,115,000 | 7.83% |